Sales Technology Administrator

WHAT YOU WILL OWNSalesforce AdministrationAdminister and continuously optimize Salesforce - user management, workflows, dashboards, page layouts, validation rules, opportunity management, and automationMaintain sales process governance and CRM data integrity across the full pipelineImprove pipeline visibility, forecasting workflows, and operational reporting infrastructureBuild and maintain KPI dashboards that support sales leadership and management accountability Sales Technology Stack OwnershipOwn and optimize the full sales technology ecosystem: Salesforce, Salesloft, Gong, ZoomInfo, Outlook integrations, and reporting/BI toolsManage integrations and data flow between platforms to ensure clean, connected workflowsTroubleshoot platform issues and coordinate vendor support when necessaryEvaluate and recommend new tools and process improvements that drive seller efficiency Workflow Automation & Process ImprovementBuild scalable automations that reduce manual work and improve the advisor and seller experienceIdentify and systematically resolve operational bottlenecks across platformsSupport launch execution for new workflows, campaigns, and go-to-market initiatives Reporting, Training & AdoptionBuild and maintain dashboards and operational reporting tied to pipeline, activity, onboarding, and productivity metricsPartner with FP&A and Sales Ops on reporting consistency and leadership visibilityDrive platform adoption and best practices across the sales organizationCreate documentation, process guides, and deliver onboarding and ongoing system training for field users WHAT WE ARE LOOKING FORRequired3–7+ years in Sales Operations, Revenue Operations, or Sales Systems AdministrationStrong, hands-on Salesforce administration experience - must be able to build, not just manageDirect experience administering Salesloft and GongDemonstrated experience with workflow automation and operational reportingAbility to problem-solve and execute independently without heavy oversightComfort operating in evolving, entrepreneurial environments with limited structure PreferredSalesforce Administrator certificationFinancial services, fintech, insurance, or wealth management experienceExperience supporting advisor-facing or B2B distribution sales organizationsFamiliarity with ZoomInfo, BI/reporting tools, and RevOps ecosystems COMPENSATIONCompetitive base salary and performance bonus. Job Title: Sales Technology AdministratorReports to: Head of Sales Operations & EnablementLocation: Remote or Louisville, KY preferred POSITION OVERVIEWThe Sales Technology Administrator owns the sales technology ecosystem end-to-end - from CRM administration and workflow automation to platform integrations, data quality, and user adoption.

Job Title: Sales Technology AdministratorReports to: Head of Sales Operations & EnablementLocation: Remote or Louisville, KY preferred POSITION OVERVIEWThe Sales Technology Administrator owns the sales technology ecosystem end-to-end - from CRM administration and workflow automation to platform integrations, data quality, and user adoption. This is a new headcount role built to give the sales organization the technical infrastructure it needs to operate at scale. This is not a traditional CRM ticket-taker. The ideal candidate operates as a strategic systems owner who identifies operational bottlenecks, builds scalable automations, and ensures every platform in the stack is working together to support seller productivity. Must be comfortable working independently in a fast-moving, lightly structured environment. WHAT YOU WILL OWNSalesforce AdministrationAdminister and continuously optimize Salesforce - user management, workflows, dashboards, page layouts, validation rules, opportunity management, and automationMaintain sales process governance and CRM data integrity across the full pipelineImprove pipeline visibility, forecasting workflows, and operational reporting infrastructureBuild and maintain KPI dashboards that support sales leadership and management accountability Sales Technology Stack OwnershipOwn and optimize the full sales technology ecosystem: Salesforce, Salesloft, Gong, ZoomInfo, Outlook integrations, and reporting/BI toolsManage integrations and data flow between platforms to ensure clean, connected workflowsTroubleshoot platform issues and coordinate vendor support when necessaryEvaluate and recommend new tools and process improvements that drive seller efficiency Workflow Automation & Process ImprovementBuild scalable automations that reduce manual work and improve the advisor and seller experienceIdentify and systematically resolve operational bottlenecks across platformsSupport launch execution for new workflows, campaigns, and go-to-market initiatives Reporting, Training & AdoptionBuild and maintain dashboards and operational reporting tied to pipeline, activity, onboarding, and productivity metricsPartner with FP&A and Sales Ops on reporting consistency and leadership visibilityDrive platform adoption and best practices across the sales organizationCreate documentation, process guides, and deliver onboarding and ongoing system training for field users WHAT WE ARE LOOKING FORRequired3–7+ years in Sales Operations, Revenue Operations, or Sales Systems AdministrationStrong, hands-on Salesforce administration experience - must be able to build, not just manageDirect experience administering Salesloft and GongDemonstrated experience with workflow automation and operational reportingAbility to problem-solve and execute independently without heavy oversightComfort operating in evolving, entrepreneurial environments with limited structure PreferredSalesforce Administrator certificationFinancial services, fintech, insurance, or wealth management experienceExperience supporting advisor-facing or B2B distribution sales organizationsFamiliarity with ZoomInfo, BI/reporting tools, and RevOps ecosystems COMPENSATIONCompetitive base salary and performance bonus. Compensation commensurate with experience. 

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